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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-22 |
| NC | RA | APPROVED | 2023-08-01 |
Branch Locations
3221 Blue Ridge Rd. Ste. 105, Raleigh, NC 27612 • United States
Raleigh, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Raleigh | NC | 03/2010 | 01/2018 |
| Various Insurance Carriers For W & R Insurance Agencies | Raleigh | NC | 07/2010 | 01/2018 |
| Bni | Raleigh | NC | 04/2013 | 01/2018 |
| Principal Life Insurance Company | Raleigh | NC | 01/2018 | 08/2023 |
| Principal Securities Inc | Raleigh | NC | 01/2018 | 08/2023 |
| Vesta Wealth Advisors | Raleigh | NC | 11/2020 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2023 | Present |
1. VESTA WEALTH ADVISORS, 3221 Blue Ridge Rd., Suite 105, Raleigh NC 27612, United States, 08/01/2023, OWNER, INSURANCE/BENEFITS/HUMAN RESOURCES, NIR, 4 HR/MO - 4 HR/MO TRADING 2. CIRA, 1776 Pleasant Plain Rd, Fairfield IA 52556, 8/2023, IAR AFFILIATION, INV REL, 160 HR/MO - 120 HR TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-02 |
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